LUZ MARTINEZ
Mission Viejo,USA
Summary
Licensed Property & Casualty, Life, accident & health Agent with over 15 years of experience in sales and team leadership. Proven track record of building client trust, exceeding performance metrics, and driving growth through strategic sales and customer engagement. Skilled in analyzing client risk, tailoring coverage solutions, and delivering exceptional service in fast-paced environments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Insurance Agent
Yardi
Mission Viejo, CA
01.2025 - Current
- Selling renter’s insurance policies using Yardi’s ResidentShield platform to residents
- Educate customers on coverage options, policy updates, and new purchases across multiple communication channels
- Provide responsive, solutions-driven service to support customer retention and satisfaction
Sales Representative
Independent Medicare agent
Mission Viejo, CA
03.2024 - 08.2025
- As a Medicare sales representative, I leverage my strong communication and interpersonal skills to assist clients with navigating the complex healthcare system
- Educate clients on the features and benefits of Medicare Advantage, Medicare Supplement, and Prescription Drug plans
- Conduct thorough needs assessments to identify the most suitable Medicare coverage options
- Effectively present complex information and simplifying it for clients to make informed decisions
- Build and maintain relationships with clients, prospects, and referral sources
- Exceed sales targets by fostering client trust and understanding their healthcare needs
- Develop and implemented sales strategies to meet and exceed sales goals
- Identify and attend community events and networking opportunities to generate leads and expand client base
- Stay up-to-date on industry trends and changes to regulations and policies
- Provide excellent customer service by responding promptly to customer inquiries and resolving customer issues quickly.
Medicare Sales Representative
Ask Claire
Carson, CA
06.2023 - 02.2024
- Conducted presentations and provided education regarding Medicare plans to potential customers.
- Engaged with seniors and other eligible individuals to assess their Medicare eligibility and healthcare requirements.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Maintained a high level of product knowledge on all Medicare plans offered in the region.
- Researched competitive offerings from other insurers in order to develop countermeasures that would help retain existing customers or attract new ones.
Family Service Counselor
Cemeteries of Orange County
Huntington Beach, CA
06.2021 - 06.2022
- As a family service counselor at Cemeteries of Orange County, I provided compassionate and personalized service to families during one of the most difficult times in their lives
- Assisted clients with the selection of burial plots, grave markers, and service options
- Performance tracking
- Eligibility determination
- Group presentation
- Referral pipeline management
- Strong presentation skills
- Customer service
- Gathered and completed legal and company paperwork to ensure compliance with regulations and policies
- Made pre-need arrangements for forward-thinking customers to alleviate the burden on their families
- Conducted individual, family, or group assessments to determine required services
- Advised clients regarding available options, rights, and responsibilities related to family matters.
Senior Branch Manager
RPM Lenders
Los Angeles, CA
11.2018 - 12.2020
- As a senior branch manager at RPM Lenders in Los Angeles, CA, I successfully completed the Unit Manager Training program and managed a team of sales representatives and account managers
- Communicating the benefits of company products and programs during inbound and outbound sales opportunities
- Explaining contracts to customers thoroughly and ensuring all necessary documents were completed and signed by both parties to meet federal, state, and local requirements
- Developing and implementing training programs for lending and account management practices to improve customer retention
- Providing a branch schedule that ensured efficient use of manpower and maximum effectiveness
- Analyzing branch performance metrics and making data-driven decisions to increase profitability.
Administrative Assistant/Leasing Consultant
NPM STAFFING
Los Angeles, CA
11.2017 - 05.2019
- As an administrative assistant and leasing consultant at NPM STAFFING, I assisted the manager with administrative tasks and oversaw the leasing process for a large apartment complex
- Collection of rent and sending tenant notices
- Managing the unit turn scheduling and ensuring apartments met the company's high standards
- Qualified future residents by determining their needs, eligibility, and desirability
- Conducted community and apartment tours using up-to-the-minute knowledge of vacancies and availability dates
- Fielding future resident calls, resident maintenance problems, and other resident concerns
- Provided exceptional customer service and actively communicated with tenants
- Prepared notices, including but not limited to NSF letters, 3-day Notice to Pay or Quit, and Balance Due Letters
- Created and maintained an organized filing system for lease agreements and other important documents
- Developed and implemented innovative marketing strategies to attract potential residents and increase occupancy rates
- Assisted with marketing efforts to attract potential residents and increase occupancy rates
- Coordinated with contractors and vendors to schedule and oversee maintenance and repairs for the apartment community.
Fitness Director
LA Fitness
Huntington Park, CA
07.2016 - 11.2017
- As a Fitness Director at LA Fitness I ensured a high percentage of personal training membership enrollments through the execution of club sales strategies and conducted personal training selling as needed
- Collaborated with the Corporate Group Sales team to drive sales through outside lead generation and weekly onsite events, expanding the customer base and increasing brand awareness
- Analyzed fitness performance and executed strategies to achieve maximum profitability and member satisfaction, ensuring customer retention and repeat business
- Established a fun, safe, healthy, and community-focused club culture, creating a welcoming environment for members and staff
- Monitored club appearance and ensured that problems are resolved quickly at all times, delivering a clean, friendly, and well-maintained environment
- Developed and implemented a comprehensive fitness assessment program to evaluate the fitness levels and goals of new members, allowing for customized and effective workout plans
- Assisted members with creating personalized workout plans based on their goals.
- Provided nutritional guidance and counseling to members seeking weight loss or performance improvement goals.
Associate Manager
Ulta Beauty
Los Angeles, CA
06.2013 - 02.2015
- Lead by example in delivering exceptional guest service, ensuring every customer has a personalized and positive experience
- Drove sales by coaching associates on product knowledge, upselling, and company promotions.
- Handled guest concerns and ensure a seamless resolution to enhance brand loyalty.
- Oversaw store operations, including opening and closing duties, maintaining store standards, and ensuring operational efficiency.
- Supported merchandising efforts by maintaining visual displays and ensuring product placement aligns with brand standards.
- Ensured all company policies, procedures, and safety standards are met, including cash handling and loss prevention.
- Maintained cleanliness, organization, and overall store appearance to uphold Ulta Beauty's brand image.
- Supported the execution of promotions, events, and other initiatives to drive traffic and sales.
Store Manager
Vitamin World
Torrance, CA
06.2006 - 05.2013
- Tracking, analyzing, and leveraging NPS results and guest comments to reinforce desired behaviors acting upon opportunities for improvement
- Providing coaching, training, and feedback to improve associates' performance on a daily basis
- Supervising the management of the Pos system and approving all cash wrap management, cash auditing, and tip reporting
- Promoting company sales and loyalty programs to meet or exceed goals in support of company initiatives and brand standards
- Managing sales floor and driving retail and salon sales by addressing guest concerns, coaching associates, and maintaining loss prevention standards
- Reviewed and interpreted financial and operational reporting regularly, including store visit and audit results
- Ensuring maintenance of store including cleanliness and overall esthetics
- Propelled my store to #1 in sales and customer satisfaction district wide while simultaneously lowering shrink and staff turnover to all-time lows
- Met sales target four years in a row by identifying, recruiting, and hiring qualified sales associates with a passion for nutrition, health, and sales
- Increased sales with excellent customer service levels and developing good relationships with regular customers
- Ensured compliance with all policies and procedures through regular store management and staff meetings, store walk-through and audits, etc
- Boosted store's ranking to top in district by enhancing team performance and customer relations
- Implemented strategic staff training that decreased turnover and increased store efficiency
- Revamped recruitment strategies to attract and retain high-caliber talent focused on nutrition and sales
- Fostered a collaborative store environment that ensured adherence to compliance and operational standards
- Conducted thorough audits and regular meetings to maintain and exceed corporate policy standards.
Sales Manager
Unique One
Torrance, CA
06.2004 - 05.2006
- Trained, developed, and monitored the performance of sales associates in all aspects of the business to ensure they had the skills, product knowledge, and operation skills to provide consistent world-class customer service
- Role played different sales scenarios to assess skills
- Reinforced foundational training
- Shadowed sales reps and coached them in areas that needed improvement
- Monitored training results
- Provided employee feedback on developmental opportunities in both one-on-one and group coaching sessions
- Was in charge of operations such as handling cash register, including all cash and credit cards plus refunds and exchanges
- Ordering and organizing stock
- Held daily check-ins with team members to set objectives and monitor progress.
Education
Associate of Science -
El camino College
Torrance, CASkills
- Communication
- Relationship Building
- Sales Management
- Client Relationship Management
- Negotiator
- Problem-Solving
- Enrollment processing
- In-depth product knowledge
- Objection handling
- Cold calling expertise
- Up-selling techniques
- Lead Conversion
- Call Center Customer Service
- HIPAA Compliance
- Customer follow-up
- Customer Engagement
- Client needs analysis
- Client Consultations
- Health Insurance Sales
- Insurance Eligibility
- Group Presentations
- Cross-selling proficiency
- Community engagement
- Lead conversion
Certification
- Property & casualty
- Life, accident & health
- Project Management Professional (PMP)
Hobbies and Interests
- Volunteering
- Reading
- Watching documentaries or films
References
References available upon request
Volunteer Experience
Food Finders, Torrance, CA, 03/01/19, 07/01/24, Sorting and packing food donations., Assisting with distribution to partner organizations., Picking up and delivering food donations.
Timeline
Insurance Agent
Yardi
01.2025 - Current
Sales Representative
Independent Medicare agent
03.2024 - 08.2025
Medicare Sales Representative
Ask Claire
06.2023 - 02.2024
Family Service Counselor
Cemeteries of Orange County
06.2021 - 06.2022
Senior Branch Manager
RPM Lenders
11.2018 - 12.2020
Administrative Assistant/Leasing Consultant
NPM STAFFING
11.2017 - 05.2019
Fitness Director
LA Fitness
07.2016 - 11.2017
Associate Manager
Ulta Beauty
06.2013 - 02.2015
Store Manager
Vitamin World
06.2006 - 05.2013
Sales Manager
Unique One
06.2004 - 05.2006
Associate of Science -
El camino College